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Technology Stocks : Intel Corporation (INTC)

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1:37 PM EST

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To: wanna_bmw who wrote (169926)	8/24/2002 1:28:24 PM
From: burn2learn	Read Replies (1) of 186894

Wanna_bmw, I guess I really see two levels of developers. The high up integration types that go to conferences and such to present, review and debate different approaches to key process technology barriers and advancements. They would probably be thought of as steering the ship, guiding in a general direction. Then there are the layer specific experts that are in their own world. They don't have time to look around to see what the world is doing and don't care too much for other development sites (pride, ego, competition thing). I guess my remarks are really around the latter. I'm sure it's been posted here before that there is more than one development site (OR and SC for example) and they don't work well together....hate is a strong word...I guess they treat each other like... well...the other is AMD. They are like a divorced couple and each one screwed the other and caused an expensive drawn out separation. I’ve browsed the research site before, but I generally have seen the presentations months before they are posted there. I remember someone posted a “via first” presentation about 4 months ago, I saw the same one a year before that. I think the developers are good and do good work, but due to the environment sometimes they reinvent the wheel. This is what I meant when I posted the “not invented here” comment. Not really a corporate problem just a different approach. I think the foundries will struggle with the partnerships in process development as they go through the typical team formation (storming, norming, forming) stages. But if they elevate to an effective and productive group it will be real competition. Many companies are being forced to make this partnership work because of lack of funds...they have the motivation and dedication of top talent that may not have been available in the past.

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